Which investment services are right for you?
Grow and manage your wealth with guidance from our expert advisers. We provide a range of tailored investment services designed to meet the specific needs of individuals, families, trusts, charities, local iwi and companies.
Private portfolio management
Fully managed portfolio
Agree your investment strategy with us and let us take care of everything; all your day-to-day management, transactions, administration and reporting of your portfolio.
Premium advisory
Build your own portfolio
Gather the knowledge you need from us to build your portfolio, and let us transact and monitor on your behalf and handle your portfolio’s paperwork and reporting.
Navigator service
Tailored fund portfolio
Receive advice on your investment strategy, then let us develop and manage your diversified portfolio of Managed Funds.
Investment advisory
Transact with personalised advice
Support your decision-making with advice and recommendations based on your risk-profile; and be informed by our award winning research.
Investment transaction
Buy and sell
Make the buying or selling of shares and securities simple by taking advantage of our direct links into NZX and access to international stock markets.
Tempo - Digital savings
Guided investing app
Set a goal, discover your investor type, and invest in a recommended mix of Forsyth Barr Funds - with ongoing guidance in-app to help you stay on track.
Choosing the right investment service
Find the investment services best suited to your needs.
What other investment options are available?
Grow and manage your wealth with our range of carefully selected funds and finance facilities, chosen to help you achieve your specific goals.
Investment funds
Managed funds
Whether you are just starting to save, or you are an experienced investor, these Funds provide you with diversification and choice across different investment sectors.
Cash management
Money on call
Earn interest while you save or plan for future investments and easily access your money to take advantage of investment opportunities as they arise.
Fixed interest
Listed and unlisted
Make the most of direct access to a comprehensive range of fixed interest investments including Government and local authority stock, corporate bonds, debentures and term deposits.
Equities
Local and global
Invest with the goal of receiving dividend income and capital growth by investing in well-researched New Zealand, Australian and International shares.
Margin lending
Secured finance
Take advantage of new investment opportunities as they arise by using your portfolio as security on new issues or to increase your exposure to an existing security.
KiwiSaver
Summer KiwiSaver scheme
Make KiwiSaver part of your investment strategy and be on your way to creating the lifestyle you want to enjoy in retirement.
Award winning research & analysis
Gain insight into local markets, review the latest in global analysis and market trends and access investment strategy research. All produced exclusively for the New Zealand investor by our award-winning research teams and international affiliates.
Get in touch
Talk with one of our Investment Advisers across our 25 locations around New Zealand. They will explain the benefits of our range of investment services and help you decide which best meets your needs.